Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 104.36

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To: i-node who wrote (553)	9/19/2011 10:38:24 AM
From: zax	1 Recommendation of 2280

I can think of a few reasons the market is liking this: - The US domestic mail order DVD business has nothing to do with the high growth overseas streaming market. - Each side of the company becomes a more attractive aquisition target with the businesses split. - More shareholder value as distinct business units. - Domestic streaming only customers won't have to look at huge libraries of movies that can't see. - DVD only customers won't affect what Netflix has to pay for streaming content. I think Reed knows what he's doing. A lot of people don't, but I do. Clearly, this was the plan when the pricing plans were split.

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